BC
Bart P. Cutino
THEPARTNERS WEALTH MANAGEMENT
Monterey, CA 93940
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CRD#: 5397147
BC
Professional summary
Bart P Cutino is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Monterey, California.
Bart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bart has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92110, MARKETING/SOLICITING THE DEFERRED SALES TRUST, MEMBER, SINCE 8/28/2018, DEVOTED TIME IS 8 HOURS A MONTH. (2) SARDINE FACTORY, CONSULTANT/PART OWNER, FAMILY RESTAURANT, 555 AGREGO ST. MONTEREY, CA 93940. NON INVESTMENT RELATED SINCE 2010. SPEND APPROX. 20 HOURS PER MONTH. OVERLOOK STAFF AND VISIT 3-4 NIGHTS WEEKLY, SINCE 1/05/2008 (3) CENTRAL COAST FINANCIAL MANAGEMENT, INC. VICE-PRESIDENT. INVESTMENT RELATED. 299 WEBSTER STREET, MONTEREY, CA 93940. DBA BUSINESS ENTITY FOR BRANDING AND BUSINESS OPERATIONAL PURPOSES. SINCE 3/14/2016. (4) HIGHLAND CAPITAL BROKERAGE. AGENT. INVESTMENT RELATED. 3535 GRANDVIEW PARKWAY STE. # 600 BIRMINGHAM, AL 35243. AGENCY SERVES AS BROKERAGE COMPANY FOR THE RESEARCH AND CLIENT INVESTMENT INTO LIFE INSURANCE AND FIXED ANNUITY PRODUCTS. INDEPENDENT AGENT, SINCE 11/15/2021. (5) CGM RISK MANAGEMENT & INSURANCE SERVICES LLC, P&C INSURANCE REFERRALS; INVESTMENT RELATED; 2300 EAST KATELLA AVE, ANAHEIM CA 92806; SINCE 6/02/2017; 2 HOURS MONTH/0 DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Bart P Cutino's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 5, 2023 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 299 Webster Street, Monterey, CA 93940RIA
CRD#: 314816
Monterey, CA
Past
November 16, 2021 - December 31, 2022
THEPARTNERS WEALTH MANAGEMENT
RIA
CRD#: 314816
Monterey, CA
Past
July 16, 2013 - November 12, 2021
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
MONTEREY, CA
Past
July 16, 2013 - November 12, 2021
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
MONTEREY, CA
Past
August 6, 2008 - July 8, 2013
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 124446
MONTEREY, CA
Past
November 9, 2007 - July 8, 2013
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
MONTEREY, CA
Past
September 27, 2007 - October 31, 2007
QA3 FINANCIAL CORP.
BD
CRD#: 14754
MONTEREY, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Monterey, CA 93940TRUST BUT VERIFY
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